iShares Dow Jones U.S. ETFIYYETF
13F holders, Q2 2024 (June 30)221holders −1
14new positions
13sold out
1famous investor
$132.30avg. 13F price*
At the end of Q2 2024, 221 institutions reported holding iShares Dow Jones U.S. ETF (IYY) in their 13F filings, down 1 from Q1 2024. 14 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($60.8M), LPL Financial LLC ($43.5M) and PNC Financial Services Group, Inc. ($26.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Dow Jones U.S. ETF
- CUSIP
- 464287846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.9M |
| Exits | 13 | $7.1M |
All 13F filers, Q1 2024 → Q2 2024: 155,966 shares bought and 204,666 shares sold, net −48,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| Morgan Stanley | 0.00% | Add +0.2% | 459,202 | $60.8M |
| LPL Financial LLC | 0.02% | Add +3.9% | 328,481 | $43.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -9.8% | 198,452 | $26.3M |
| Savant Capital, LLC | 0.21% | Reduce -3.1% | 159,300 | $21.1M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 127,347 | $16.8M |
| Sharp Wealth Advisory, LLC | 14.05% | Add +4.7% | 123,806 | $16.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.9% | 119,429 | $15.8M |
| Wells Fargo & Company | 0.00% | Add +1.7% | 112,670 | $14.9M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 101,686 | $13.5M |
| UBS Group AG | 0.00% | Reduce -0.5% | 65,769 | $8.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -13.5% | 54,627 | $7.2M |
| Cetera Investment Advisers | 0.02% | Add +17.7% | 52,600 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +21.8% | 48,555 | $6.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -8.3% | 45,136 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 42,924 | $5.7M |
| Creative Planning | 0.01% | Add +0.1% | 39,580 | $5.2M |
| Wedbush Securities Inc. | 0.19% | Add +4.1% | 39,410 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 37,907 | $5.0M |
| Lowe Wealth Advisors, LLC | 2.14% | Reduce -1.6% | 35,581 | $4.7M |
| Comerica Bank | 0.02% | Add +0.3% | 33,863 | $4.5M |
| Raymond James & Associates | 0.00% | Reduce -12.9% | 30,982 | $4.1M |
| Aspiriant, LLC | 0.16% | No change | 29,744 | $3.9M |
| Merit Financial Group, LLC | 0.08% | No change | 28,465 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.6% | 28,352 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +12.7% | 27,812 | $3.7M |
| Bank of Montreal | 0.00% | Reduce -1.1% | 26,681 | $3.5M |
| Kingsview Wealth Management, LLC | 0.08% | Add +985.8% | 24,485 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +1.6% | 24,280 | $3.2M |
| Money Concepts Capital Corp. | 0.27% | Add +0.9% | 24,163 | $3.2M |
| Asset Advisors Investment Management, LLC | 0.34% | Reduce -1.7% | 23,885 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -38.0% | 23,725 | $3.1M |
| First Heartland Consultants, Inc. | 0.31% | Reduce -1.1% | 23,345 | $3.1M |
| FMR LLC | 0.00% | Add +6.3% | 23,255 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +17.6% | 22,144 | $2.9M |
| TrinityPoint Wealth, LLC | 0.43% | Reduce -0.2% | 20,731 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -6.8% | 20,564 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +67.8% | 20,470 | $2.7M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -39.0% | 17,560 | $2.3M |
| NorthRock Partners, LLC | 0.09% | No change | 17,338 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 17,252 | $2.3M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.3% | 15,873 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.9% | 15,841 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -66.2% | 14,541 | $1.9M |
| Ritholtz Wealth Management | 0.06% | Reduce -4.8% | 14,107 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +19.1% | 12,370 | $1.6M |
| Thomasville National Bank | 0.13% | Reduce -6.5% | 12,351 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.6% | 12,231 | $1.6M |
| Sage Investment Advisers LLC | 1.78% | Reduce -0.4% | 11,930 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.2% | 12,729 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -5.9% | 11,356 | $1.5M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.73% | Add +1.1% | 11,274 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 11,167 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 11,065 | $1.5M |
| Ellis Investment Partners, LLC | 0.29% | Add +6.8% | 10,462 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +29.9% | 9,336 | $1.3M |
| Seven Mile Advisory | 0.91% | No change | 9,306 | $1.2M |
| Kaydan Wealth Management, Inc. | 0.44% | No change | 9,292 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Add +467.9% | 9,137 | $1.2M |
| New Wave Wealth Advisors LLC | 0.65% | — | 9,097 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 9,094 | $1.2M |
| Mathes Company, Inc. | 0.44% | No change | 9,000 | $1.2M |
| Mariner, LLC | 0.00% | Add +11.5% | 8,980 | $1.2M |
| Kelman-Lazarov, Inc. | 0.22% | No change | 8,850 | $1.2M |
| Fayez Sarofim & Co | 0.00% | No change | 8,000 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -4.9% | 7,808 | $1.0M |
| Assetmark, Inc. | 0.00% | New | 7,801 | $1.0M |
| Novak & Powell Financial Services, Inc. | 0.64% | No change | 7,732 | $1.0M |
| Lido Advisors, LLC | 0.01% | Add +13.1% | 7,726 | $1.0M |
| Tiaa Trust, National Association | 0.00% | Reduce -21.3% | 7,669 | $1.0M |
| SpiderRock Advisors, LLC | 0.03% | No change | 7,600 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -4.7% | 7,498 | $996K |
| GenWealth Group, Inc. | 0.24% | Reduce -3.7% | 7,362 | $974K |
| Arkansas Financial Group, Inc. | 0.17% | Add +71.0% | 7,322 | $969K |
| MML Investors Services, LLC | 0.00% | Reduce -17.1% | 7,244 | $958K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.2% | 7,213 | $954K |
| National Bank of Canada | 0.00% | No change | 6,970 | $922K |
| Cortland Associates Inc. | 0.11% | No change | 6,723 | $890K |
| NWF Advisory Services Inc. | 0.14% | No change | 6,530 | $864K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.7% | 6,392 | $861K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.8% | 6,393 | $846K |
| Centric Wealth Management | 0.24% | Add +0.2% | 6,316 | $837K |
| Founders Financial Securities LLC | 0.08% | Reduce -9.7% | 6,206 | $821K |
| Sonata Capital Group Inc. | 0.41% | No change | 6,049 | $800K |
| Brass Tax Wealth Management, Inc. | 0.16% | No change | 6,000 | $794K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -2.9% | 5,839 | $773K |
| V2 Financial group LLC | 0.52% | No change | 5,800 | $771K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 5,884 | $754K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 5,436 | $719K |
| Northern Trust Corp. | 0.00% | Reduce -28.7% | 5,386 | $713K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +15.8% | 5,334 | $706K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -0.9% | 5,255 | $697K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -67.8% | 5,258 | $696K |
| Narus Financial Partners, LLC | 0.28% | No change | 5,176 | $685K |
| Washburn Capital Management, Inc. | 0.49% | Reduce -9.2% | 5,174 | $685K |
| Ballew Advisors, Inc | 0.44% | No change | 4,865 | $664K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.5% | 4,849 | $642K |
| Optivise Advisory Services LLC | 0.34% | — | 4,759 | $630K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.0% | 4,677 | $619K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 4,510 | $597K |
| Synovus Financial Corp. | 0.01% | Add +0.2% | 4,468 | $591K |
| Raymond James Trust N.A. | 0.01% | No change | 4,380 | $580K |
| Smithfield Trust Co | 0.03% | New | 4,354 | $576K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -38.9% | 4,298 | $569K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -19.3% | 4,186 | $554K |
| Sovereign Financial Group, Inc. | 0.14% | No change | 4,182 | $553K |
| Corient Private Wealth LP | 0.00% | Add +2.5% | 4,143 | $548K |
| Heritage Investment Group, Inc. | 0.07% | No change | 4,094 | $542K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +194050.0% | 3,883 | $514K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 3,779 | $500K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 3,763 | $498K |
| Princeton Global Asset Management LLC | 0.11% | No change | 3,600 | $476K |
| Larson Financial Group LLC | 0.03% | Add +0.2% | 3,555 | $470K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +19.5% | 3,555 | $470K |
| Evanson Asset Management, LLC | 0.03% | Add +0.2% | 3,369 | $446K |
| CCG Wealth Management, LLC | 0.25% | No change | 3,302 | $437K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 3,286 | $435K |
| New Century Financial Group, LLC | 0.18% | New | 3,240 | $429K |
| Great Lakes Retirement, Inc. | 0.06% | New | 3,197 | $423K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 3,175 | $420K |
| Nottingham Advisors, Inc. | 0.05% | Reduce -2.4% | 3,157 | $418K |
| Rwa Wealth Partners, LLC | 0.01% | New | 3,120 | $413K |
| Equitable Holdings, Inc. | 0.00% | Add +25.9% | 3,083 | $408K |
| Apollon Financial, LLC | 0.13% | Add +0.2% | 3,021 | $400K |
| Fiduciary Alliance LLC | 0.06% | Add +0.2% | 2,986 | $398K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.23% | No change | 3,000 | $397K |
| GTS Securities LLC | 0.01% | New | 2,874 | $380K |
| Financial Partners Group, Inc | 0.06% | No change | 2,846 | $377K |
| Members Trust Co | 0.01% | No change | 2,840 | $376K |
| Private Wealth Partners, LLC | 0.03% | Add +28.9% | 2,837 | $375K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,818 | $373K |
| Cwm, LLC | 0.00% | No change | 2,782 | $368K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.1% | 2,703 | $358K |
| Silver Oak Advisory Group, Inc. | 0.20% | No change | 2,674 | $353K |
| Edge Wealth Management LLC | 0.07% | Reduce -17.1% | 2,652 | $351K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.2% | 2,550 | $337K |
| Eagle Harbor Asset Management Inc. | 0.34% | No change | 2,426 | $321K |
| Advisory Services Network, LLC | 0.01% | Add +53.4% | 2,417 | $320K |
| US Bancorp \de | 0.00% | Reduce -0.1% | 2,412 | $319K |
| Penobscot Wealth Management | 0.19% | No change | 2,308 | $311K |
| Westside Investment Management, Inc. | 0.07% | No change | 2,345 | $310K |
| Aspect Partners, LLC | 0.18% | No change | 2,342 | $310K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,331 | $308K |
| Clarity Wealth Advisors, LLC | 0.10% | No change | 2,310 | $306K |
| Melfa Wealth Management, Inc. | 0.21% | No change | 2,271 | $301K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +0.1% | 2,261 | $299K |
| Cooper/Haims Advisors, LLC | 0.17% | Reduce -3.0% | 2,229 | $295K |
| SP Asset Management LLC | 0.03% | New | 2,216 | $293K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,200 | $291K |
| Certuity, LLC | 0.02% | New | 2,197 | $291K |
| Yoder Wealth Management, Inc. | 0.19% | No change | 2,190 | $290K |
| Essex LLC | 0.06% | No change | 2,170 | $287K |
| Principal Securities, Inc. | 0.01% | Add +1.2% | 2,150 | $285K |
| Legacy Financial Group, Inc. | 0.11% | No change | 2,112 | $279K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,107 | $279K |
| Planned Solutions, Inc. | 0.14% | No change | 2,106 | $279K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 2,090 | $277K |
| AE Wealth Management LLC | 0.00% | Reduce -1.6% | 2,037 | $270K |
| Sandy Cove Advisors, LLC | 0.11% | No change | 1,923 | $254K |
| Garner Asset Management Corp | 0.09% | Reduce -52.4% | 1,913 | $253K |
| Perigon Wealth Management, LLC | 0.01% | New | 1,900 | $251K |
| Relative Value Partners Group, LLC | 0.03% | New | 1,857 | $246K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -2.9% | 1,857 | $246K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 1,847 | $244K |
| Gray Wealth Management Inc. | 0.11% | Reduce -1.3% | 1,841 | $244K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 1,828 | $242K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -16.1% | 1,820 | $241K |
| North Star Asset Management Inc. | 0.01% | No change | 1,800 | $238K |
| Silver Oak Securities, Incorporated | 0.03% | Add +7.0% | 1,740 | $230K |
| Centaurus Financial, Inc. | 0.01% | Reduce -16.1% | 1,704 | $225K |
| One Day In July LLC | 0.03% | No change | 1,651 | $218K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 1,636 | $216K |
| Jane Street Group, LLC | 0.00% | Reduce -7.6% | 1,593 | $211K |
| BLB&B Advisors, LLC | 0.01% | Reduce -3.1% | 1,570 | $208K |
| Destination Wealth Management | 0.01% | Reduce -2.8% | 1,544 | $204K |
| SRH Advisors, LLC | 0.06% | No change | 1,450 | $192K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 1,370 | $181K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 1,352 | $179K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +13.5% | 1,258 | $166K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,124 | $149K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.2% | 1,062 | $141K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -33.3% | 1,000 | $132K |
| Garde Capital, Inc. | 0.01% | No change | 930 | $123K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 800 | $106K |
| Integrity Financial Corp | 0.06% | No change | 738 | $98K |
| Nemes Rush Group LLC | 0.01% | No change | 602 | $80K |
| Blair William & Co. | 0.00% | Add +10.6% | 564 | $75K |
| Spire Wealth Management | 0.00% | Add +0.2% | 511 | $68K |
| AdvisorNet Financial, Inc | 0.01% | No change | 480 | $64K |
| Syntax Research, Inc. | 0.05% | No change | 472 | $62K |
| Bangor Savings Bank | 0.01% | No change | 472 | $62K |
| Montag A & Associates Inc. | 0.00% | No change | 437 | $58K |
| Hexagon Capital Partners LLC | 0.01% | No change | 428 | $57K |
| Townsend Asset Management Corp. /NC/ | 0.02% | No change | 400 | $53K |
| St Germain D J Co. Inc. | 0.00% | No change | 364 | $48K |
| Fifth Third Bancorp | 0.00% | No change | 358 | $47K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -59.8% | 335 | $44K |
| Tompkins Financial Corp. | 0.00% | New | 300 | $40K |
| Jones Financial Companies LLLP | 0.00% | New | 279 | $37K |
| MTM Investment Management, LLC | 0.01% | No change | 270 | $36K |
| Anchor Investment Management, LLC | 0.00% | No change | 257 | $34K |
| Main Street Group, LTD | 0.01% | Reduce -8.9% | 224 | $30K |
| Private Capital Management LLC | 0.01% | No change | 221 | $29K |
| Glassman Wealth Services | 0.00% | No change | 200 | $26K |
| Studio Investment Management LLC | 0.01% | New | 181 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 163 | $22K |
| West Financial Advisors, LLC | 0.00% | No change | 160 | $21K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.8% | 147 | $19K |
| First Horizon Advisors, Inc. | 0.00% | No change | 136 | $18K |
| Creative Financial Designs Inc. | 0.00% | No change | 130 | $17K |
| HighMark Wealth Management LLC | 0.01% | Add +0.9% | 115 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 66 | $9K |
| Dunhill Financial, LLC | 0.01% | No change | 63 | $8K |
| Aviso Financial Inc. | 0.00% | — | 50 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 40 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $5K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 33 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 30 | $4K |
| Private Trust Co. NA | 0.00% | No change | 25 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -54.6% | 132 | $38 |
"% of holder's portfolio" is IYY's weight in each manager's 13F, not the share of iShares Dow Jones U.S. ETF the manager owns.